See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,088 | $84,487-15.9% | $125,339-43.3% | $66,914+6.2% |
| Participation rate | 66.0% | 76.4%-10.4pp | 82.4%-16.4pp | 69.8%-3.8pp |
| Annual return | -14.81% | -8.39%-6.4pp | 572.05%-586.9pp | 1.58%-16.4pp |
| Employer contribution / active EE | $3,191 | $3,553-10.2% | $4,814-33.7% | $2,544+25.4% |
| Participant deferral / active EE | $5,928 | $6,781-12.6% | $7,446-20.4% | $4,237+39.9% |
| Admin fee / account holder | $919 | $685+34.1% | $10,010-90.8% | $593+54.8% |